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Nancy Rooney

Global Head of Portfolio Advisory Group

Nancy Rooney is the Global Head of the Portfolio Advisory Group. In that role, she brings together asset allocation, portfolio construction, and implementation advice to design portfolios that align with client financial goals.

Nancy is a senior member of the firm’s Investment Leadership Team, Global Investment Committee, and Global Market Council. Additionally, she leads the Private Bank’s Solutions Advisory Council and is a co-founder of the Private Bank’s Women’s Leadership Forum.

Previously, Nancy served as the co-head of the Private Bank’s Northeast region, focused on the development and growth of the Investment business. As the Private Bank’s largest region, she oversaw more than 100 investment professionals that exclusively served private clients. Prior to joining J.P. Morgan in 1997, she worked in the Private Client Group at Goldman Sachs in New York, focusing on high net worth individuals and foundations, and Goldman Sachs Asset Management in Zürich, Switzerland, where she helped launch its Private Bank.

A graduate of Bryn Mawr College, Nancy holds an MBA from the Wharton School. She serves on the Board of Directors of the Fresh Air Fund in New York and has contributed to both CNN and The New York Times.

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To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.

JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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